Insights and Education

Overview of Accredited Investor, Qualified Client, Qualified Purchaser, and Qualified Institutional Buyer investor types.

Art Valuation and Appraisal, Navigating the Nuances of Art Worth

10 Tips for Risk Management in Art Collections

What investors should do in portfolios during war.

Location of assets in a client’s financial structure to take advantage of the structural tax differences of the investments available.

On Thursday, March 21st at 12:00 PM (PST), Avantia recorded a live discussion on “Cyber Prevention – How to Safeguard Your Family,”...

Avantia's view of the markets.

Concentration risk in single equities is a common puzzle for ultra-high-net-worth families.

Consider donating long-term appreciated securities as a part of your charitable planning.

Asset class views February 2024

Comparing Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds, and Private Foundations.

The Banker's Crystal Ball High-Quality Fixed Income  – Overweight duration Last week, there was another major shift in rate expectations....

join our clients for a discussion on the key provisions of the program so that our families can best take advantage of their benefits

a 7% tax on the sale or exchange of long-term capital assets, such as stocks and business interests, above a $250,000 annual threshold.

A portfolio overlay is an advanced investment strategy employing an independent options-based approach alongside a fully invested portfolio.

Explore the fascinating world of art law with The Art Law Podcast. Delve into topics like fraud, copyright, and Nazi-looted art with experts

Navigating the investment perils and opportunities globally.

Family businesses, hold a special place in the hearts of their owners, embodying a legacy of pride, identity, and shared dreams.

Transitioning your business is a significant endeavor that involves careful consideration and planning.